Belpointe Asset Management’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Belpointe Asset Management’s Portfolio FSGS Stock Details FSGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,184	Closed	-$31.4K	–	3492
2023 Q1	$31.4K	Hold	1,184	–	–	﹤0.01%	2020
2022 Q4	$30K	Buy	+1,184	New	+$30.4K	﹤0.01%	1910

Other funds holding FSGS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IGWM

ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Belpointe Asset Management's FSGS Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust SMID Growth Strength ETF (FSGS) in Q2 2023, closing a stake of 1,184 shares — an estimated $31.4K sold.

Belpointe Asset Management first reported a position in FSGS in Q4 2022 and held it in 2 quarters. The position peaked at $31.4K in Q1 2023. 15 funds tracked by Wall St. Rank hold FSGS as of Q2 2023.

Belpointe Asset Management reported no remaining First Trust SMID Growth Strength ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,184 First Trust SMID Growth Strength ETF shares in Q2 2023, an estimated $31.4K.
Belpointe Asset Management first reported a position in First Trust SMID Growth Strength ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's First Trust SMID Growth Strength ETF position peaked at $31.4K in Q1 2023.
15 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.